T.E.M.A. 401K

Portfolios Funds Ratings Plan Information

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Balanced Fund	FBALX	C	U.S. All Cap	11	0.57%
Vanguard Institutional Index Fund Institutional Plus Shares	VIIIX	C	U.S. Large Cap	15	0.02%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C+	U.S. Mid Cap	16	0.08%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B+	U.S. Small Cap	19	0.08%
U.S. Equities - Growth
American Funds The Growth Fund of America Class R-6	RGAGX	B--	U.S. All Cap - Growth	18	0.34%
Fidelity Contrafund Fund	FCNTX	C--	U.S. Large Cap - Growth	19	0.66%
U.S. Equities - Value
Fidelity Low-Priced Stock Fund Class K	FLPKX	A++	U.S. All Cap - Value	15	0.68%
Boston Trust Small Cap Fund	BOSOX	C++	U.S. Mid Cap - Value	18	1%
Dodge & Cox Stock Fund	DODGX	A++	U.S. All Cap - Value	19	0.52%
Global & Intl. Equity
Vanguard Total International Stock Index Fund Institutional Plus Shares	VTPSX	D++	International Small Cap	14	0.1%
MFS Institutional International Equity Fund	MIEIX	C+	Europe	14	0.71%
Bonds
Vanguard Prime Money Market Fund Admiral Shares	VMRXX	C	U.S. Cash / Money Market	0	0%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	4	0.07%

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